SONS sell off- there is always a reason, we just don't know it
Sonus Networks SONS sold of 11% yesterday on a rather benign earnings report. We have a large position in it and were very frustrated by the pin action considering the massive insider buying. The…
IEA says scope of US shale output fall to be limited - FT.com
Jorge Montepeque, the global director of market reporting at Platts, echoed this sentiment at a London conference on Monday. The price at which US shale plays are profitable are a “moving target” as…
Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days
Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days. Last year, it happened on just 14%, and on fewer than 10% in 2013. Recent market swings are a…
Portfolio Holdings 2/9/15
This content is password protected. To view it please enter your password below: Password:
Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases
*DJ Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases (MORE TO FOLLOW) Dow Jones Newswires 02-03-15 0000ET Copyright (c) 2015 Dow Jones & Company, Inc. *DJ…
Exxon eyes deals after oil price falls - FT.com
Jeff Woodbury, Exxon’s vice-president of investor relations, said on a call with analysts that the group was “alert” to possible bolt-on acquisitions and other investments that could strengthen its…
Slump in Oil Prices Brings Pressure, and Investment Opportunity - NYTimes.com
“The single best opportunity to invest is distressed debt in energy,” David M. Rubenstein, co-founder of the Carlyle Group, said in January at the World Economic Forum in Davos, Switzerland. Mr.…
U.S. consumer spending weakest since 2009, inflation muted
REUTERS — 8:33 AM ET 02/02/15WASHINGTON, Feb 2 (Reuters) - U.S. consumer spending recorded its biggest decline since late 2009 in December, with households appearing to save the extra cash from…
Portfolio Holdings 1/30/15
This content is password protected. To view it please enter your password below: Password:
A Contrarian View on Natural Gas- will efficiency in drilling trump reduction in rig count?
Just how much natural gas is available in the U.S. market is a subject of intense analysis and controversial debate. In December, the prestigious scientific journal, Nature published an article,…